Best of the David L. Fingold Blog – December 5, 2012  

For Advisor Use Only. Views expressed regarding a particular company, security, industry or market sector are the views of the writer and should not be considered an indication of trading intent of any investment funds managed by GCIC Ltd. These views should not be considered investment advice nor should they be considered a recommendation to buy or sell. The information contained herein is derived from sources deemed to be reliable but may not be accurate or complete, and GCIC Ltd. does not undertake any obligation to update this material. GCIC Ltd. has not independently verified, validated or audited data from third party sources. We do not guarantee its accuracy nor do we accept any liability whatsoever for any direct or consequential loss arising from any use of the information contained herein.  

Blog Entry Date: November 22  

  

Best of the David L. Fingold Blog – December 5, 2012  

For Advisor Use Only. Views expressed regarding a particular company, security, industry or market sector are the views of the writer and should not be considered an indication of trading intent of any investment funds managed by GCIC Ltd. These views should not be considered investment advice nor should they be considered a recommendation to buy or sell. The information contained herein is derived from sources deemed to be reliable but may not be accurate or complete, and GCIC Ltd. does not undertake any obligation to update this material. GCIC Ltd. has not independently verified, validated or audited data from third party sources. We do not guarantee its accuracy nor do we accept any liability whatsoever for any direct or consequential loss arising from any use of the information contained herein.  

 Blog Entry Date: November 22   

  

Cont’d…        

Best of the David L. Fingold Blog – December 5, 2012  

For Advisor Use Only. Views expressed regarding a particular company, security, industry or market sector are the views of the writer and should not be considered an indication of trading intent of any investment funds managed by GCIC Ltd. These views should not be considered investment advice nor should they be considered a recommendation to buy or sell. The information contained herein is derived from sources deemed to be reliable but may not be accurate or complete, and GCIC Ltd. does not undertake any obligation to update this material. GCIC Ltd. has not independently verified, validated or audited data from third party sources. We do not guarantee its accuracy nor do we accept any liability whatsoever for any direct or consequential loss arising from any use of the information contained herein.  

  

Source: Nielsen             

Best of the David L. Fingold Blog – December 5, 2012  

For Advisor Use Only. Views expressed regarding a particular company, security, industry or market sector are the views of the writer and should not be considered an indication of trading intent of any investment funds managed by GCIC Ltd. These views should not be considered investment advice nor should they be considered a recommendation to buy or sell. The information contained herein is derived from sources deemed to be reliable but may not be accurate or complete, and GCIC Ltd. does not undertake any obligation to update this material. GCIC Ltd. has not independently verified, validated or audited data from third party sources. We do not guarantee its accuracy nor do we accept any liability whatsoever for any direct or consequential loss arising from any use of the information contained herein.  

Blog Entry Date: November 22  David Fingold:  Spurious correlation? A comparison of trading volumes in a popular High Yield debt ETF with the S&P 500.   

  

 Source: Source: Merrill Lynch                  

Best of the David L. Fingold Blog – December 5, 2012  

For Advisor Use Only. Views expressed regarding a particular company, security, industry or market sector are the views of the writer and should not be considered an indication of trading intent of any investment funds managed by GCIC Ltd. These views should not be considered investment advice nor should they be considered a recommendation to buy or sell. The information contained herein is derived from sources deemed to be reliable but may not be accurate or complete, and GCIC Ltd. does not undertake any obligation to update this material. GCIC Ltd. has not independently verified, validated or audited data from third party sources. We do not guarantee its accuracy nor do we accept any liability whatsoever for any direct or consequential loss arising from any use of the information contained herein.  

Blog Entry Date: November 22  David Fingold:  Are high levels of share buybacks a positive development for the market?    

   Source: Societe Generale                  

Best of the David L. Fingold Blog – December 5, 2012  

For Advisor Use Only. Views expressed regarding a particular company, security, industry or market sector are the views of the writer and should not be considered an indication of trading intent of any investment funds managed by GCIC Ltd. These views should not be considered investment advice nor should they be considered a recommendation to buy or sell. The information contained herein is derived from sources deemed to be reliable but may not be accurate or complete, and GCIC Ltd. does not undertake any obligation to update this material. GCIC Ltd. has not independently verified, validated or audited data from third party sources. We do not guarantee its accuracy nor do we accept any liability whatsoever for any direct or consequential loss arising from any use of the information contained herein.  

Blog Entry Date: November 25  David Fingold:  Is the Fed printing a lot of money? Despite all the talk of open ended quantitative easing they don't appear to be growing the real monetary base.   

   Source: NDR          

Best of the David L. Fingold Blog – December 5, 2012  

For Advisor Use Only. Views expressed regarding a particular company, security, industry or market sector are the views of the writer and should not be considered an indication of trading intent of any investment funds managed by GCIC Ltd. These views should not be considered investment advice nor should they be considered a recommendation to buy or sell. The information contained herein is derived from sources deemed to be reliable but may not be accurate or complete, and GCIC Ltd. does not undertake any obligation to update this material. GCIC Ltd. has not independently verified, validated or audited data from third party sources. We do not guarantee its accuracy nor do we accept any liability whatsoever for any direct or consequential loss arising from any use of the information contained herein.  

Blog Entry Date: November 27  David Fingold:  Why do we closely monitor the ISM index?  

  Source: RenMac               

Best of the David L. Fingold Blog – December 5, 2012  

For Advisor Use Only. Views expressed regarding a particular company, security, industry or market sector are the views of the writer and should not be considered an indication of trading intent of any investment funds managed by GCIC Ltd. These views should not be considered investment advice nor should they be considered a recommendation to buy or sell. The information contained herein is derived from sources deemed to be reliable but may not be accurate or complete, and GCIC Ltd. does not undertake any obligation to update this material. GCIC Ltd. has not independently verified, validated or audited data from third party sources. We do not guarantee its accuracy nor do we accept any liability whatsoever for any direct or consequential loss arising from any use of the information contained herein.  

Blog Entry Date: November 27  

  Source: Wall Street Journal 

Best of the David L. Fingold Blog – December 5, 2012  

For Advisor Use Only. Views expressed regarding a particular company, security, industry or market sector are the views of the writer and should not be considered an indication of trading intent of any investment funds managed by GCIC Ltd. These views should not be considered investment advice nor should they be considered a recommendation to buy or sell. The information contained herein is derived from sources deemed to be reliable but may not be accurate or complete, and GCIC Ltd. does not undertake any obligation to update this material. GCIC Ltd. has not independently verified, validated or audited data from third party sources. We do not guarantee its accuracy nor do we accept any liability whatsoever for any direct or consequential loss arising from any use of the information contained herein.  

Blog Entry Date: November 27  

  

   Source: RenMac  

Best of the David L. Fingold Blog – December 5, 2012  

For Advisor Use Only. Views expressed regarding a particular company, security, industry or market sector are the views of the writer and should not be considered an indication of trading intent of any investment funds managed by GCIC Ltd. These views should not be considered investment advice nor should they be considered a recommendation to buy or sell. The information contained herein is derived from sources deemed to be reliable but may not be accurate or complete, and GCIC Ltd. does not undertake any obligation to update this material. GCIC Ltd. has not independently verified, validated or audited data from third party sources. We do not guarantee its accuracy nor do we accept any liability whatsoever for any direct or consequential loss arising from any use of the information contained herein.  

Blog Entry Date: November 27  David Fingold:  Canadian housing bubble?   

  Source: Dr. Marc Faber                

Best of the David L. Fingold Blog – December 5, 2012  

For Advisor Use Only. Views expressed regarding a particular company, security, industry or market sector are the views of the writer and should not be considered an indication of trading intent of any investment funds managed by GCIC Ltd. These views should not be considered investment advice nor should they be considered a recommendation to buy or sell. The information contained herein is derived from sources deemed to be reliable but may not be accurate or complete, and GCIC Ltd. does not undertake any obligation to update this material. GCIC Ltd. has not independently verified, validated or audited data from third party sources. We do not guarantee its accuracy nor do we accept any liability whatsoever for any direct or consequential loss arising from any use of the information contained herein.  

Blog Entry Date: November 28  David Fingold:  Interest rates are headed back up in China yet pundits are suggesting there's stimulus coming.   

 Source: ISI   

Best of the David L. Fingold Blog – December 5, 2012  

For Advisor Use Only. Views expressed regarding a particular company, security, industry or market sector are the views of the writer and should not be considered an indication of trading intent of any investment funds managed by GCIC Ltd. These views should not be considered investment advice nor should they be considered a recommendation to buy or sell. The information contained herein is derived from sources deemed to be reliable but may not be accurate or complete, and GCIC Ltd. does not undertake any obligation to update this material. GCIC Ltd. has not independently verified, validated or audited data from third party sources. We do not guarantee its accuracy nor do we accept any liability whatsoever for any direct or consequential loss arising from any use of the information contained herein.  

Blog Entry Date: November 28  David Fingold:  Hopefully the improvement in capital equipment orders is the start of a trend.   

  Cont’d… 

Best of the David L. Fingold Blog – December 5, 2012  

For Advisor Use Only. Views expressed regarding a particular company, security, industry or market sector are the views of the writer and should not be considered an indication of trading intent of any investment funds managed by GCIC Ltd. These views should not be considered investment advice nor should they be considered a recommendation to buy or sell. The information contained herein is derived from sources deemed to be reliable but may not be accurate or complete, and GCIC Ltd. does not undertake any obligation to update this material. GCIC Ltd. has not independently verified, validated or audited data from third party sources. We do not guarantee its accuracy nor do we accept any liability whatsoever for any direct or consequential loss arising from any use of the information contained herein.  

  Source: Gluskin Sheff  

Best of the David L. Fingold Blog – December 5, 2012  

For Advisor Use Only. Views expressed regarding a particular company, security, industry or market sector are the views of the writer and should not be considered an indication of trading intent of any investment funds managed by GCIC Ltd. These views should not be considered investment advice nor should they be considered a recommendation to buy or sell. The information contained herein is derived from sources deemed to be reliable but may not be accurate or complete, and GCIC Ltd. does not undertake any obligation to update this material. GCIC Ltd. has not independently verified, validated or audited data from third party sources. We do not guarantee its accuracy nor do we accept any liability whatsoever for any direct or consequential loss arising from any use of the information contained herein.  

Blog Entry Date: November 28  David Fingold:  The slow deleveraging continues. This chart clearly shows no net asset growth in the banking system.    

   Cont’d…           

Best of the David L. Fingold Blog – December 5, 2012  

For Advisor Use Only. Views expressed regarding a particular company, security, industry or market sector are the views of the writer and should not be considered an indication of trading intent of any investment funds managed by GCIC Ltd. These views should not be considered investment advice nor should they be considered a recommendation to buy or sell. The information contained herein is derived from sources deemed to be reliable but may not be accurate or complete, and GCIC Ltd. does not undertake any obligation to update this material. GCIC Ltd. has not independently verified, validated or audited data from third party sources. We do not guarantee its accuracy nor do we accept any liability whatsoever for any direct or consequential loss arising from any use of the information contained herein.  

David Fingold:  Student loans are going bad even faster. Credit cards continue to improve supporting our investment in American Express.   

   Source: Federal Reserve Bank of New York            

Best of the David L. Fingold Blog – December 5, 2012  

For Advisor Use Only. Views expressed regarding a particular company, security, industry or market sector are the views of the writer and should not be considered an indication of trading intent of any investment funds managed by GCIC Ltd. These views should not be considered investment advice nor should they be considered a recommendation to buy or sell. The information contained herein is derived from sources deemed to be reliable but may not be accurate or complete, and GCIC Ltd. does not undertake any obligation to update this material. GCIC Ltd. has not independently verified, validated or audited data from third party sources. We do not guarantee its accuracy nor do we accept any liability whatsoever for any direct or consequential loss arising from any use of the information contained herein.  

Blog Entry Date: November 29  David Fingold:  Our position is that there's no relationship between Canadian Financials and their American counterparts. In case there's any doubt...   

   Source: BMO               

Best of the David L. Fingold Blog – December 5, 2012  

For Advisor Use Only. Views expressed regarding a particular company, security, industry or market sector are the views of the writer and should not be considered an indication of trading intent of any investment funds managed by GCIC Ltd. These views should not be considered investment advice nor should they be considered a recommendation to buy or sell. The information contained herein is derived from sources deemed to be reliable but may not be accurate or complete, and GCIC Ltd. does not undertake any obligation to update this material. GCIC Ltd. has not independently verified, validated or audited data from third party sources. We do not guarantee its accuracy nor do we accept any liability whatsoever for any direct or consequential loss arising from any use of the information contained herein.  

Blog Entry Date: November 29  David Fingold:  I wonder what the housing bulls think of this. If there truly is record home affordability shouldn't apartment vacancy be rising?    

  

 Source: RenMac